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PFL vs SCIO

Comparison between Pimco Income Strategy Fund (PFL, ETF) and FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF (SCIO, ETF).

PFL vs SCIO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PFL
$382M
SCIO
$381M
Expense Ratio
PFL
N/A
SCIO
0.70%
Max Drawdown
PFL
82.23%
Winner
SCIO
3.10%
Sharpe Ratio
PFL
-0.01
Winner
SCIO
0.72
5Y Beta
PFL
0.31
Winner
SCIO
0.01
5Y Dividends CAGR
PFL
-0.41%
SCIO
N/A

PFL vs SCIO - Historical Returns

Returns include dividend reinvestment.

1M
PFL
-0.50%
Winner
SCIO
+0.73%
3M
PFL
+1.14%
Winner
SCIO
+1.59%
6M
PFL
-3.34%
Winner
SCIO
+1.93%
1Y
PFL
+3.16%
Winner
SCIO
+5.42%
5Y(CAGR)
PFL
+0.87%
SCIO
N/A
10Y(CAGR)
PFL
+7.58%
SCIO
N/A
Max(CAGR)
PFL
+6.35%
Winner
SCIO
+7.95%

PFL vs SCIO - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearPFLSCIO
2026-4.71%+1.93%
2025+11.82%+10.19%
2024+11.12%+6.43%
2023+13.96%N/A
2022-18.24%N/A
2021+5.12%N/A
2020+7.28%N/A
2019+18.44%N/A
2018+1.32%N/A
2017+21.16%N/A
2016+21.05%N/A
2015-9.22%N/A
2014+14.79%N/A
2013-4.61%N/A
2012+35.22%N/A
2011-0.77%N/A
2010+13.49%N/A
2009+73.44%N/A
2008-50.21%N/A
2007-13.07%N/A
2006+18.15%N/A
2005-5.19%N/A
2004+12.73%N/A
2003+0.72%N/A

PFL vs SCIO Drawdown Comparison

The maximum drawdown for PFL was -77.93%, occurring on Mar 9, 2009. Recovery took 1006 trading sessions.

The maximum drawdown for SCIO was -1.72%, occurring on Mar 26, 2026. Recovery took 73 trading sessions.

The current PFL drawdown is -6.20%. The current SCIO drawdown is -0.10%.

RankPFLSCIO
#1-77.93%
Jun 18, 2007 - Jun 14, 2011
-1.72%
Feb 27, 2026 - Jun 12, 2026
#2-48.37%
Feb 19, 2020 - Dec 8, 2020
-1.41%
Apr 3, 2025 - May 7, 2025
#3-33.25%
Sep 1, 2021 - Aug 4, 2025
-0.97%
Sep 3, 2025 - Oct 22, 2025
#4-26.65%
Jul 8, 2011 - Jul 2, 2012
-0.96%
Jun 23, 2025 - Jul 14, 2025
#5-18.95%
Nov 11, 2014 - Jul 7, 2016
-0.89%
Jul 14, 2025 - Aug 1, 2025
#6-18.45%
May 8, 2013 - Jun 30, 2014
-0.86%
Oct 2, 2024 - Nov 26, 2024
#7-15.09%
Feb 7, 2005 - Jun 5, 2006
-0.74%
Dec 9, 2024 - Jan 16, 2025
#8-13.47%
Jun 5, 2018 - Mar 19, 2019
-0.74%
Nov 7, 2025 - Nov 25, 2025
#9-8.48%
Oct 8, 2012 - Jan 4, 2013
-0.67%
Mar 8, 2024 - Mar 26, 2024
#10-7.62%
Feb 27, 2026 - Mar 27, 2026
-0.66%
Mar 27, 2024 - May 7, 2024
#11-7.51%
Sep 19, 2014 - Nov 4, 2014
-0.64%
May 16, 2024 - Jun 4, 2024
#12-7.35%
Aug 2, 2019 - Oct 22, 2019
-0.59%
Aug 5, 2024 - Aug 20, 2024
#13-5.91%
Oct 5, 2017 - Apr 3, 2018
-0.59%
Jun 5, 2025 - Jun 11, 2025
#14-5.86%
Nov 12, 2004 - Jan 7, 2005
-0.57%
Feb 6, 2025 - Feb 19, 2025
#15-5.54%
Sep 8, 2016 - Dec 23, 2016
-0.54%
May 7, 2025 - May 27, 2025

Correlation

Correlation between PFL and SCIO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2003 - 2026)

PFL vs SCIO dividend yield comparison.

YearPFLSCIO
20266.43%2.29%
202511.59%6.31%
202411.66%6.02%
202311.57%0.00%
202212.04%0.00%
20219.53%0.00%
20209.44%0.00%
20199.11%0.00%
20189.94%0.00%
20179.25%0.00%
201610.22%0.00%
201511.09%0.00%
201410.39%0.00%
20139.55%0.00%
201210.52%0.00%
201110.19%0.00%
20109.87%0.00%
200918.58%0.00%
200819.85%0.00%
200713.13%0.00%
20069.73%0.00%
20057.72%0.00%
20045.36%0.00%
20031.18%0.00%

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